Anic Equity¶
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Total return since start: 0.607 %¶
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Equity now: -----------------------------> 49097.93 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43187.74 Kr¶
PnL: ---------------------------------------> -1687.84 Kr¶
DD now: ---------------------------------> -7.572 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-22 12:46:31.977919'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | -2.110000 | 1515.100000 | 92.100000 | 6.470000 | 1423.000014 |
| Hennes & Mauritz B | 6 | 0.290000 | 919.560000 | 7.560000 | 0.830000 | 912.000000 |
| Nederman Holding | 1 | -0.490000 | 205.000000 | 6.000000 | 3.020000 | 199.000000 |
| JM | 7 | 2.560000 | 954.800000 | 4.800000 | 0.510000 | 950.000002 |
| Atrium Ljungberg B | 5 | 0.170000 | 905.000000 | 1.000000 | 0.110000 | 904.000000 |
| Profoto Holding | 7 | -0.730000 | 572.600000 | -9.400000 | -1.620000 | 581.999999 |
| Eastnine | 6 | -1.280000 | 646.800000 | -10.200000 | -1.550000 | 657.000000 |
| Creaspac SPAC | 40 | 0.100000 | 3820.000000 | -14.000000 | -0.370000 | 3834.000000 |
| BioGaia B | 8 | -1.420000 | 888.000000 | -16.000000 | -1.770000 | 904.000000 |
| ASSA ABLOY B | 4 | -1.250000 | 976.400000 | -16.600000 | -1.670000 | 993.000000 |
| Biotage | 1 | -0.900000 | 131.800000 | -17.200000 | -11.540000 | 149.000000 |
| OX2 | 12 | -0.470000 | 886.800000 | -22.200000 | -2.440000 | 909.000000 |
| AcadeMedia | 20 | -1.490000 | 951.600000 | -26.400000 | -2.700000 | 978.000000 |
| Investor B | 3 | -0.480000 | 625.800000 | -32.200000 | -4.890000 | 657.999999 |
| Bufab | 3 | -1.420000 | 1043.400000 | -32.600000 | -3.030000 | 1076.000001 |
| Platzer Fastigheter Holding B | 12 | 0.790000 | 916.800000 | -34.200000 | -3.600000 | 951.000000 |
| Byggmax Group | 33 | -0.490000 | 929.940000 | -37.060000 | -3.830000 | 966.999990 |
| Hoist Finance | 36 | -0.730000 | 973.800000 | -37.200000 | -3.680000 | 1010.999988 |
| Latour B | 4 | -1.300000 | 818.800000 | -37.200000 | -4.350000 | 856.000000 |
| Vitrolife | 3 | -2.920000 | 639.000000 | -38.000000 | -5.610000 | 677.000001 |
| Sandvik | 4 | -1.610000 | 808.800000 | -39.200000 | -4.620000 | 848.000000 |
| Vitec Software Group B | 2 | -1.120000 | 1064.000000 | -40.000000 | -3.620000 | 1104.000000 |
| Sagax A | 4 | -0.470000 | 844.000000 | -42.000000 | -4.740000 | 886.000000 |
| Hexatronic Group | 15 | -1.300000 | 1027.800000 | -43.200000 | -4.030000 | 1071.000000 |
| Addnode Group B | 7 | -1.360000 | 861.000000 | -44.000000 | -4.860000 | 904.999998 |
| Gränges | 10 | -2.360000 | 995.000000 | -44.000000 | -4.230000 | 1039.000000 |
| Sagax B | 4 | -1.730000 | 840.800000 | -44.200000 | -4.990000 | 885.000000 |
| Alimak Group | 12 | -2.080000 | 962.400000 | -44.600000 | -4.430000 | 1007.000004 |
| Catena | 2 | -0.370000 | 760.000000 | -46.000000 | -5.710000 | 806.000000 |
| SKF B | 5 | -1.190000 | 933.250000 | -46.750000 | -4.770000 | 980.000000 |
| INVISIO | 15 | -1.260000 | 3525.000000 | -47.000000 | -1.320000 | 3571.999995 |
| EQT | 4 | -0.190000 | 826.000000 | -47.000000 | -5.380000 | 873.000000 |
| HEXPOL B | 8 | -0.630000 | 881.600000 | -75.400000 | -7.880000 | 957.000000 |
| Orrön Energy | 170 | -1.550000 | 1944.800000 | -101.200000 | -4.950000 | 2045.999980 |
| Hexagon B | 26 | -1.520000 | 3287.700000 | -132.300000 | -3.870000 | 3420.000012 |
| VEF | 788 | -0.360000 | 1761.970000 | -141.030000 | -7.410000 | 1903.000300 |
| Sedana Medical | 93 | -0.730000 | 2542.620000 | -440.960000 | -14.780000 | 2983.577733 |
| TOTAL | 43187.740000 | -1687.840000 | -7.57228% | 44875.578016 |
Updated:¶
'2023-06-22 12:46:49.357068'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
